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Business & Freelancing · Digital download
Client Onboarding Template Bundle
$12.99
Give every new client a smooth, professional start without rebuilding your process every time.
What’s inside
- Welcome guide
- Client questionnaire
- Project brief
- Requirements checklist
- Communication guide
- Timeline planner
- Feedback form
- Handoff checklist
Why it works
Standardized onboarding saves time and reduces confusion around expectations, deliverables and communication.
Format & details
| Format | 15 templates · Editable documents · Freelancer-friendly · Instant download |
| Delivery | Instant digital download — nothing is shipped |
| Licence | Personal use only |
| Refunds | All sales final — see our refund policy |
Frequently asked questions
Can I edit and customise it?
Yes — this product is editable. Open it in the app named in the format details (for Canva templates you will need a Canva account) and change the text, colours and layout for your own use.
How do I get my download?
Your download link is available right after payment and is also sent to your email. Nothing is shipped. If you have trouble, use the “Need a little help?” button.
Can I get a refund?
No. Digital products are delivered instantly and cannot be returned, so all sales are final. If a file is damaged or will not open, contact us and we will fix it. See our refund policy.
Can I share or resell it?
No. Files are for your personal use only and may not be shared, resold or redistributed. See our terms and conditions.